JFGIW
Johnson Financial Group Inc (Wisconsin)’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
8,474
-3,727
| -31% | -$195K | 0.02% | 226 |
|
|
2025
Q1 | $608K | Sell |
12,201
-78
| -0.6% | -$3.89K | 0.03% | 202 |
|
|
2024
Q4 | $632K | Buy |
12,279
+3,386
| +38% | +$174K | 0.03% | 192 |
|
|
2024
Q3 | $403K | Buy |
8,893
+5,548
| +166% | +$251K | 0.02% | 261 |
|
|
2024
Q2 | $138K | Sell |
3,345
-5,263
| -61% | -$216K | 0.01% | 355 |
|
|
2024
Q1 | $363K | Sell |
8,608
-1,452
| -14% | -$61.2K | 0.02% | 233 |
|
|
2023
Q4 | $378K | Buy |
10,060
+5,365
| +114% | +$202K | 0.02% | 220 |
|
|
2023
Q3 | $156K | Hold |
4,695
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $158K | Buy |
4,695
+3,535
| +305% | +$119K | 0.01% | 285 |
|
|
2023
Q1 | $37.3K | Sell |
1,160
-12,746
| -92% | -$410K | ﹤0.01% | 429 |
|
|
2022
Q4 | $476K | Buy |
13,906
+9,691
| +230% | +$331K | 0.04% | 173 |
|
|
2022
Q3 | $143K | Buy |
+4,215
| New | +$143K | 0.01% | 271 |
|
|
2022
Q2 | – | Sell |
-7,037
| Closed | -$270K | – | 753 |
|
|
2022
Q1 | $270K | Hold |
7,037
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $275K | Buy |
+7,037
| New | +$275K | 0.02% | 242 |
|
|
2020
Q4 | – | Sell |
-533
| Closed | -$13K | – | 533 |
|
|
2020
Q3 | $13K | Buy |
533
+3
| +0.6% | +$73 | ﹤0.01% | 366 |
|
|
2020
Q2 | $12K | Buy |
530
+4
| +0.8% | +$91 | ﹤0.01% | 364 |
|
|
2020
Q1 | $11K | Sell |
526
-996
| -65% | -$20.8K | ﹤0.01% | 384 |
|
|
2019
Q4 | $47K | Buy |
1,522
+2
| +0.1% | +$62 | ﹤0.01% | 311 |
|
|
2019
Q3 | $43K | Buy |
1,520
+1,003
| +194% | +$28.4K | ﹤0.01% | 348 |
|
|
2019
Q2 | $14K | Buy |
517
+3
| +0.6% | +$81 | ﹤0.01% | 438 |
|
|
2019
Q1 | $13K | Buy |
514
+2
| +0.4% | +$51 | ﹤0.01% | 422 |
|
|
2018
Q4 | $12K | Buy |
512
+3
| +0.6% | +$70 | ﹤0.01% | 422 |
|
|
2018
Q3 | $14K | Buy |
509
+3
| +0.6% | +$83 | ﹤0.01% | 428 |
|
|
2018
Q2 | $13K | Buy |
506
+2
| +0.4% | +$51 | ﹤0.01% | 441 |
|
|
2018
Q1 | $14K | Buy |
504
+2
| +0.4% | +$56 | ﹤0.01% | 440 |
|
|
2017
Q4 | $14K | Buy |
+502
| New | +$14K | ﹤0.01% | 462 |
|
|
2014
Q2 | – | Sell |
-120
| Closed | -$3K | – | 734 |
|
|
2014
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 671 |
|